Linden Thomas Advisory Services’s IBM IBM Stock Holding History

Linden Thomas Advisory Services’s Portfolio IBM Stock Details IBM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.59M	Buy	9,212 +585	+7%	+$147K	0.21%	146
2026 Q1	$2.09M	Buy	8,627 +3,595	+71%	+$973K	0.2%	173
2025 Q4	$1.49M	Buy	5,032 +427	+9%	+$128K	0.15%	211
2025 Q3	$1.3M	Buy	4,605 +585	+15%	+$153K	0.13%	243
2025 Q2	$1.19M	Sell	4,020 -391	-9%	-$101K	0.13%	246
2025 Q1	$1.1M	Buy	4,411 +353	+9%	+$86.3K	0.14%	261
2024 Q4	$892K	Buy	4,058 +984	+32%	+$219K	0.11%	299
2024 Q3	$680K	Buy	3,074 +747	+32%	+$146K	0.09%	333
2024 Q2	$402K	Buy	2,327 +773	+50%	+$134K	0.06%	385
2024 Q1	$297K	Buy	1,554 +325	+26%	+$59.3K	0.05%	393
2023 Q4	$201K	Buy	+1,229	New	+$186K	0.04%	409

Other funds holding IBM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Linden Thomas Advisory Services's IBM Position: Q2 2026 in Review

Linden Thomas Advisory Services increased its IBM (IBM) stake by 6.8% in Q2 2026, buying an estimated $147K and bringing the position to 9,212 shares worth $2.59M. The position accounts for 0.21% of the portfolio, ranked #146.

Linden Thomas Advisory Services first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. 1,245 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Linden Thomas Advisory Services held 9,212 shares of IBM worth $2.59M as of Q2 2026.
Linden Thomas Advisory Services bought 585 IBM shares in Q2 2026, an estimated $147K.
IBM made up 0.21% of Linden Thomas Advisory Services's portfolio in Q2 2026, its #146 holding.
Linden Thomas Advisory Services first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
1,245 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Linden Thomas Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.